Assigning alternatives

Alternatives are used in the case-specific product structure instead of the standard positions and can also be taken into consideration in the calculation, or in the asking price. For alternative positions, you can assign the same position number as for the standard position. JustRelate CRM recognizes by itself if you handle an alternative position in this manner and automatically sets it to not selected. Set the standard position to not selected to be able to choose the alternative.

JustRelate CRM makes it easy to create alternative positions.

Mark the position you want to assign as an alternative. From the function bar in the subdialog menu, select Set as alternative position. A modal dialog with possible targets opens where you want to set positions as alternative positions. When you close the dialog, the originally selected item is set as alternative position (identical item number) to the selected item in the dialog.

1. Select this position and drag it while pressing [Shift] to the position for which you want to set an alternative position.
2. When dropping, confirm the operation with Move. A dialog will be displayed in which you can select alterna­tive positions. Both positions are given the same position number, and the CRM unselects one of them automatically.
3. Using the Selected field, activate for alternatives with the same position number the variants or alternatives you would like to include in the price of the quote when calculating the case.
4. Deactivate alternatives in the Selected field to take account of them in the calculation, however, without including them in the price of the qoute.

To reset an alternative position as a regular position, mark it and move it to any position other than the same position number. Then select the Move option in the dialog.